Institute for Wealth Management’s Ready Capital RC Stock Holding History

Institute for Wealth Management’s Portfolio RC Stock Details RC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.6K	Sell	16,346 -416	-2%	-$731	﹤0.01%	1024
2026 Q1	$27.2K	Hold	16,762	–	–	﹤0.01%	540
2025 Q4	$36.5K	Hold	16,762	–	–	﹤0.01%	542
2025 Q3	$64.9K	Hold	16,762	–	–	0.01%	555
2025 Q2	$73.3K	Hold	16,762	–	–	0.01%	558
2025 Q1	$85.3K	Buy	16,762 +416	+3%	+$2.56K	0.01%	524
2024 Q4	$111K	Hold	16,346	–	–	0.01%	500
2024 Q3	$125K	Hold	16,346	–	–	0.02%	537
2024 Q2	$134K	Sell	16,346 -1,833	-10%	-$15.6K	0.02%	496
2024 Q1	$166K	Hold	18,179	–	–	0.02%	495
2023 Q4	$186K	Hold	18,179	–	–	0.03%	469
2023 Q3	$184K	Hold	18,179	–	–	0.03%	438
2023 Q2	$205K	Buy	+18,179	New	+$192K	0.03%	438

Other funds holding RC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Institute for Wealth Management's RC Position: Q2 2026 in Review

Institute for Wealth Management reduced its Ready Capital (RC) stake by 2.5% in Q2 2026, selling an estimated $731 and leaving 16,346 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Institute for Wealth Management first reported a position in RC in Q2 2023 and has held it in 13 quarters since. The position peaked at $205K in Q2 2023. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

Institute for Wealth Management held 16,346 shares of Ready Capital worth $28.6K as of Q2 2026.
Institute for Wealth Management sold 416 Ready Capital shares in Q2 2026, an estimated $731.
Ready Capital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1024 holding.
Institute for Wealth Management first reported a position in Ready Capital in Q2 2023 and has held it in 13 quarters since.
Institute for Wealth Management's Ready Capital position peaked at $205K in Q2 2023.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.